Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Patton Clark is an experienced financial advisor with over 20 years of experience in the industry. James is currently registered with Private Advisor Group, LLC and is licensed to provide investment advisory services in Florida, Louisiana and Texas. Previously, James worked at Mutual Service Corporation, Hornor, Townsend & Kent, Inc., and Princor Financial Services Corporation. James has a strong background in investment products and services and holds a variety of professional designations. James is committed to providing clients with personalized financial advice and strategies to help them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitation/referral
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor/referral fees
1
2
FL
01/02/2019 - Present
Private Advisor Group, LLC (Altamonte Springs FL)
FL
07/26/2002 - 09/08/2009
MUTUAL SERVICE CORPORATION (ALTAMONTE SPRINGS FL)
PA
11/02/1999 - 08/14/2002
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
IA
06/30/1997 - 11/02/1999
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BC
Issued 10/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/28/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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